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Is Mesa CPA Right For You?

Culture: Where Tradition Fuels Innovation

Key Responsibilities

• Client Onboarding Management: Efficiently manage multiple client on-boardings simultaneously in a deadline-driven environment, ensuring seamless transitions.
• Collaboration with Production Manager: Work closely with the Production Manager to align onboarding processes with client expectations and production team capabilities.
• Account Setup and Integration: Set up new QuickBooks Online, Dext, and Wagepoint accounts, and integrate existing accounts as needed.
• Bookkeeping Clean-Up: Perform timely bookkeeping clean-up tasks to ensure accurate and up-to-date financial records.
• Client Support and Training: Address client support queries related to bookkeeping during onboarding and conduct training sessions to demonstrate best practices with our accounting apps.
• Documentation of Client Needs: Thoroughly document clients’ specific accounting processes and requirements to tailor services effectively.
• Transition to Production Team: Conduct hand-off meetings with the production team to ensure a smooth transition and continuous support post-onboarding.

Qualifications

• Excel in both verbal and written communication, simplifying complex ideas with clarity.
• Committed to exceptional client service, focusing on satisfaction and lasting engagement.
• Expert in cultivating trusted client relationships through professional integrity.
• Highly organized, managing tasks with precision and superior efficiency.
• Meticulous and accurate, committed to flawless task execution.
• Experienced in documenting and enhancing Standard Operating Procedures.
• Skilled in Canadian bookkeeping and tax filings, ensuring compliance and accuracy.
• Comprehensive understanding and proficiency in QuickBooks Online (QBO)
• Familiar with other key accounting tools (DEXT, Wagepoint, etc.).
• Skilled with project management tools (e.g., Trello, ClickUp, Asana, HubSpot), enhancing workflow efficiency
• Bachelor's degree in Finance, Accounting, or Business Administration.

Compensation and Benefits

• Salary Range: Based on experience
• Annual Retention Bonus: Earn bonuses for your dedication and hard work.
• Paid Vacation: Enjoy two weeks of paid vacation each year.
• Personal Days: Benefit from five personal days annually to use as you see fit.
• Remote Work Flexibility: Embrace the flexibility of working remotely, allowing for a better work-life balance.

Working Hours

• Schedule: Monday through Friday, 8 hours per day.
• Flexibility: Enjoy flexible working hours to accommodate your lifestyle and enhance work-life balance.

Is Mesa CPA Right For You?

Key Responsibilities

• Work closely with the Controller, ensuring smooth operations
• Manage multiple clients in a deadline-drive environment
• Aide in client onboarding, clean up or catch up work
• Answer client support questions related to bookkeeping, accounting and tax
• Review bookkeeping tasks, maintaining accuracy and completeness
• Perform and review reconciliations to ensure financial accuracy
• Review and prepare monthly reports
• Review and file Sales Tax Returns
• Prepare Year Ends (T2) and Compilations (CSRS4200)
• Document best practices

Qualifications

• Outstanding written and verbal communication skills, ensuring clarity and precision in all interactions.
• Exceptional ability to manage tasks efficiently and effectively, optimizing workflow and productivity.
• A meticulous approach, guaranteeing high accuracy in every task undertaken.
• Demonstrated proficiency in Canadian accounting practices
• Comprehensive understanding of QuickBooks Online
• Skilled in documenting and refining Standard Operating Procedures to enhance operational standards.
• Experience with project management apps such as ClickUp, enhancing team collaboration and project tracking.
• Experience with DEXT is an asset

Compensation and Benefits

• Salary Range: based on experience
• Annual Retention Bonus: Earn bonuses for your dedication and hard work.
• Paid Vacation: Enjoy two weeks of paid vacation each year.
• Personal Days: Benefit from five personal days annually to use as you see fit.
• Remote Work Flexibility: Embrace the flexibility of working remotely, allowing for a better work-life balance.

• Be the financial steward for our clients, owning a portfolio of accounts where you will drive financial insights, identify opportunities for growth, and ensure accurate financial reporting.
• Develop executive-level presentations that distill complex financial concepts into clear and actionable recommendations during Quarterly and Annual Business Reviews.
• Proactively manage client relationships, putting their needs first while balancing realistic expectations across areas like financial forecasting, budget planning, risk management, and compliance.
• Work closely with Mesa CPA’s production team to ensure seamless client transitions and the delivery of exceptional service across bookkeeping, accounting, and controller functions.
• Drive financial efficiency and economic ROI for clients through deep analysis, strategic insights, and financial planning.
• Coach clients on financial best practices, helping them gain autonomy and confidence in their financial operations.
• Maintain high levels of client engagement and satisfaction, focusing on long-term partnerships that emphasize trust, transparency, and financial growth.

• Relevant work experience in a client-facing role, such as accounting, financial advisory, or client success management (5+ years preferred).
• A proactive mindset with the ability to create long-term financial strategies, backed by actionable weekly and monthly plans.
• Strong communication skills, able to explain complex financial concepts in a clear, concise manner both verbally and in writing.
• Hands-on experience with cloud-based accounting systems like QuickBooks Online, Fathom, Wagepoint, and other relevant tools (payroll, inventory management, etc.).
• Previous experience in project management, business consulting, or accounting roles with a focus on delivering client success.
• Ability to influence decision-making processes and drive financial outcomes across cross-functional teams.
• Strong problem-solving skills and critical thinking to address financial challenges and deliver tailored solutions.

• CPA designation or equivalent financial qualification.
• Experience working with Canadian accounting standards and regulations.
• Experience in industries like e-commerce, healthcare, or professional services.

Is Mesa CPA Right For You?

Culture: Where Tradition Fuels Innovation

KEY RESPONSIBILITIES

• Manage the inboxes and coordinate communications.
• Maintain and update the CRM system to ensure accurate client records.
• Support payroll processing by preparing and maintaining payroll documentation and records.
• File government forms and ensure compliance with regulations.
• Conduct research on various topics as requested by the Office Manager or partners.
• Prepare reports and presentations for the partners, assisting in ad hoc projects as needed.
• Organize and hold workshops with the team to enhance skills and knowledge.
• Document processes and create standard operating procedures for office tasks.
• Provide exceptional client service by addressing inquiries and supporting client needs.

QUALIFICATION

• You bring proven experience in an administrative role, ideally within the accounting or finance world. If you have some familiarity with payroll processing, that’s a bonus!
• You’re comfortable navigating the Microsoft Office Suite (Teams, Excel, Outlook) and are experienced with accounting software and CRM systems. You thrive on learning new tools and embrace technology to streamline workflows.
• Your verbal and written communication skills shine. You can connect with clients, team members, and partners with professionalism and warmth, making everyone feel valued and heard.
• Your exceptional organizational skills are matched by your keen attention to detail. You have a knack for spotting inconsistencies and ensuring accuracy in every task, keeping everything in perfect order even in a fast-paced environment.
• You think outside the box and tackle challenges with a curious mind. Your strong analytical skills enable you to research and resolve issues effectively, ensuring smooth operations.
• Your commitment to client satisfaction is unwavering. You proactively seek to understand and meet client needs, making you a trusted partner in their success.
• You thrive in a team setting, bringing positivity and enthusiasm to every project. Your collaborative attitude helps foster a supportive and inclusive work environment.
• You uphold the highest standards of professionalism and confidentiality. You understand the importance of handling sensitive information with care and respect.

BENEFITS

• Paid time off: 2 weeks paid vacation and 3 personal days.
• Work Remotely, from anywhere in the world, 100% of the time.